How do I edit or rename a recurring payment?

You can edit an active recurring payment by tapping it in your list, then tapping Edit matching rules to change how the app tracks it, or Next payment to change the amount and due date of the next payment.

To edit the matching rules

1. Go to the Feed (main dashboard), scroll to Recurring payments and tap See all.
2. Tap the active recurring payment you want to change.
3. Tap Edit matching rules.
4. Set the frequency. You can also set a minimum amount and a maximum amount, both optional.

To change the amount or due date of the next payment

1. Open the recurring payment from your list.
2. Tap Next payment.
3. Edit the amount and due date.

Changing the next payment counts toward your Committed Spending and updates your True Balance. It doesn’t affect how the app detects future payments.

To rename a recurring payment, mark it as inactive, or tell the app it isn't a recurring payment

1. Open the recurring payment from your list.
2. Tap the settings icon (cog wheel).
3. Select Rename, Edit matching rules, This is inactive or This is not a recurring payment.

Updated on: 27/10/2026